Civic Intelligence

Dr Ne and Jz Berman Family Foundation

EIN 20-8998920 • Bethel Island, CA

Pub. 78 Eligible
PO Box 1952Bethel Island, CA 94511
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2024

Net Margin

97th percentile

86%

Higher net margin than 97% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

43rd percentile

0.1%

Faster asset growth than 43% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

70%

Faster revenue growth than 84% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$565,272

Up $391 (+0.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$565,272

Up $391 (+0.1%) from 2023

Revenue

Up

$453

Up $186 (+70%) from 2023

Expenses

Down

$62

Down $1,000 (-94%) from 2023

Net Income

Up

$391

Up $1,186 (+149%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2011: $868,498Liabilities 2011: $02011Assets 2012: $824,830Liabilities 2012: $02012Assets 2013: $801,417Liabilities 2013: $02013Assets 2014: $804,768Liabilities 2014: $02014Assets 2015: $739,180Liabilities 2015: $02015Assets 2019: $645,407Liabilities 2019: $02019Assets 2020: $626,660Liabilities 2020: $0Net Assets 2020: $626,6602020Assets 2021: $600,601Liabilities 2021: $0Net Assets 2021: $600,6012021Assets 2022: $565,676Liabilities 2022: $0Net Assets 2022: $565,6762022Assets 2023: $564,881Liabilities 2023: $0Net Assets 2023: $564,8812023Assets 2024: $565,272Liabilities 2024: $0Net Assets 2024: $565,2722024

Highlighted filing

2024

Assets$565,272
Liabilities$0
Net Assets$565,272

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $828,069Expenses 2011: $31,847Net Income 2011: $796,2222011Revenue 2012: $9,345Expenses 2012: $53,013Net Income 2012: -$43,6682012Revenue 2013: $9,485Expenses 2013: $32,898Net Income 2013: -$23,4132013Revenue 2014: $14,374Expenses 2014: $11,023Net Income 2014: $3,3512014Revenue 2015: $18,803Expenses 2015: $84,391Net Income 2015: -$65,5882015Revenue 2019: $17,816Expenses 2019: $37,128Net Income 2019: -$19,3122019Revenue 2020: $13,497Expenses 2020: $32,244Net Income 2020: -$18,7472020Revenue 2021: $5,926Expenses 2021: $31,985Net Income 2021: -$26,0592021Revenue 2022: -$4,911Expenses 2022: $30,014Net Income 2022: -$34,9252022Revenue 2023: $267Expenses 2023: $1,062Net Income 2023: -$7952023Revenue 2024: $453Expenses 2024: $62Net Income 2024: $3912024

Highlighted filing

2024

Revenue$453
Expenses$62
Net Income$391

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 15, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES BERMANOfficer-$0--
Filing and Contact Details

Filer

Filer Name
Ne & Jz Berman Family Foundation
EIN
20-8998920
Phone
4153781065
Address
PO BOX 1952, BETHEL ISLAND, CA 94511

Signing Officer

Name
Charles Berman
Title
Officer
Phone
4153781065
Signed
2025-10-15

Preparer

Firm
Greenwald & Babin Inc
Address
3601 GREEN ROAD SUITE 208, BEACHWOOD, OH 44122
Preparer
Jeffrey Babin
Phone
2164647373
Raw XML Appendix187 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/ReturnTs02025-10-13T09:02:31-04:00
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ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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